Professional Advisory Services’s Lam Research LRCX Stock Holding History

Professional Advisory Services’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.5M	Sell	31,102 -17,968	-37%	-$5.45M	1.61%	29
2026 Q1	$10.5M	Sell	49,070 -18,254	-27%	-$4.08M	1.45%	30
2025 Q4	$11.5M	Sell	67,324 -5,486	-8%	-$853K	1.49%	30
2025 Q3	$9.75M	Sell	72,810 -13,959	-16%	-$1.48M	1.27%	33
2025 Q2	$8.45M	Sell	86,769 -3,220	-4%	-$255K	1.15%	32
2025 Q1	$6.54M	Buy	+89,989	New	+$7.09M	0.92%	31

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Professional Advisory Services's LRCX Position: Q2 2026 in Review

Professional Advisory Services reduced its Lam Research (LRCX) stake by 37% in Q2 2026, selling an estimated $5.45M and leaving 31,102 shares worth $13.5M. The position accounts for 1.61% of the portfolio, ranked #29.

Professional Advisory Services first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Professional Advisory Services held 31,102 shares of Lam Research worth $13.5M as of Q2 2026.
Professional Advisory Services sold 17,968 Lam Research shares in Q2 2026, an estimated $5.45M.
Lam Research made up 1.61% of Professional Advisory Services's portfolio in Q2 2026, its #29 holding.
Professional Advisory Services first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.